See how we evaluate and clarify complex portfolios.
Truthifi® is a new premium portfolio monitoring service for investors seeking unbiased oversight of their hard-earned wealth. Not an advisor—an analyzer.
Unbiased
Easy to set up
Advisor-friendly
Bank-grade security
$
+
Assets monitored
Fill out this form to receive a sample financial checkup.
See for yourself why $800m+ AUM trusts us to monitor their accounts for hidden risks and opportunities.
See how we evaluate and clarify complex portfolios.
Truthifi® is a new premium portfolio monitoring service for investors seeking unbiased oversight of their hard-earned wealth. Not an advisor—an analyzer.
Unbiased
Easy to set up
Advisor-friendly
Bank-grade security
$
+
Assets monitored
Fill out this form to receive a sample financial checkup.
See for yourself why $800m+ AUM trusts us to monitor their accounts for hidden risks and opportunities.
See how we evaluate and clarify complex portfolios.
Truthifi® is a new premium portfolio monitoring service for investors seeking unbiased oversight of their hard-earned wealth. Not an advisor—an analyzer.
Unbiased
Easy to set up
Advisor-friendly
Bank-grade security
$
+
Assets monitored
Fill out this form to receive a sample financial checkup.
See for yourself why $800m+ AUM trusts us to monitor their accounts for hidden risks and opportunities.
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
NEW FEATURE!
Ask your finances anything.
Introducing the Truthifi AI Agent.
What if you could get simple, straight answers to the questions that keep you up at night?
The new Truthifi AI agent helps you know what aspects of financial wellness to focus on next—and why. No advice. No jargon. Just 24/7 access to the simple truth.
What do we do?
We monitor your wealth for potential red flags—and give you a simple hub for conducting due diligence on your money.
We don’t manage wealth. We help you make sure it’s being managed well.
What do we do?
We monitor your wealth for potential red flags—and give you a simple hub for conducting due diligence on your money.
We don’t manage wealth. We help you make sure it’s being managed well.
What do we do?
We monitor your wealth for potential red flags—and give you a simple hub for conducting due diligence on your money.
We don’t manage wealth. We help you make sure it’s being managed well.
Make sure your complex portfolio is still serving you.
Check your finances for 100+ red flags.
Check your finances for 100+ red flags.
Truthifi® is a new premium portfolio monitoring service for investors seeking unbiased oversight of their hard-earned wealth. Not an advisor—an analyzer.
Truthifi® does more than track all your accounts in one place—it monitors them for hidden risks and opportunities.
Truthifi® does more than track all your accounts in one place—it monitors them for hidden risks and opportunities.
$800m+
Monitored
18k+
institutions
Bank-grade
security
$800m+
Monitored
18k+
institutions
Bank-grade
security
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1,500,000.50
+ $25k this year
Cash
0
$10,000
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4,500
Transactions
Spending
0
$6,500
$4k from investments
Net returns
0
$22,000.50
+$250 vs benchmark
Fees
1
$1,500.25
$750 above average
Advanced insights
0
4 detected
Upgrade and unlock limitless financial health checks.
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1,500,000.50
+ $25k this year
Cash
0
$10,000
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4,500
Transactions
Spending
0
$6,500
$4k from investments
Net returns
0
$22,000.50
+$250 vs benchmark
Fees
1
$1,500.25
$750 above average
Advanced insights
0
4 detected
Upgrade and unlock limitless financial health checks.
All of your
—no digging required.
Unlock a living view of your financial wellness. All the numbers you actually care about, front and center, and monitored for red flags.
Investments
0
$1.5m
+ $25k this year
Cash
0
$10k
Total idle cash
Composition
1
80% stocks
20% bonds/other
Activity
1
4.5k
Transactions
Spending
0
$6.5k
$4k investments
Net returns
0
$22k
+$250 vs benchmark
Fees
1
$1.5k
+$750 vs average
Other insights
0
4 detected
Upgrade for more
Trusted by $800m AUM
Used alongside advisors and professional strategies.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Trusted by $800m AUM
Used alongside advisors and professional strategies.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Trusted by $800m AUM
Used alongside advisors and professional strategies.
“I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.”
Ted S.
User since 2023
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…”
Marco S.
User since 2022
“Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process.”
Craig B.
User since 2021
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
Kim D.
User since 2023
“I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…”
Regina W.
User since 2024
“Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi.”
Mike M.
User since 2024
“I recently had a meeting with my wealth advisor and with the help of Truthifi I was able to have a meaningful conversation with him...”
Kevin M.
User since 2023
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
Designed by industry veterans from TIAA, Merrill, Fidelity & more.
You deserve better oversight. Unlock your potential today.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
You deserve better oversight. Unlock your potential today.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal
You deserve better oversight. Unlock your potential today.
$800,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
Who we serve
Company
Legal